Midwest Trust’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Midwest Trust’s Portfolio TLT Stock Details TLT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$779K	Buy	9,012 +353	+4%	+$30.3K	0.01%	384
2026 Q1	$751K	Buy	8,659 +1,791	+26%	+$157K	0.01%	375
2025 Q4	$599K	Sell	6,868 -177	-3%	-$15.8K	0.01%	406
2025 Q3	$630K	Sell	7,045 -237	-3%	-$20.7K	0.01%	397
2025 Q2	$643K	Buy	+7,282	New	+$635K	0.01%	391

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Midwest Trust's TLT Position: Q2 2026 in Review

Midwest Trust increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 4.1% in Q2 2026, buying an estimated $30.3K and bringing the position to 9,012 shares worth $779K. The position accounts for 0.01% of the portfolio, ranked #384.

Midwest Trust first reported a position in TLT in Q2 2025 and has held it in 5 quarters since. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Midwest Trust held 9,012 shares of iShares 20+ Year Treasury Bond ETF worth $779K as of Q2 2026.
Midwest Trust bought 353 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $30.3K.
iShares 20+ Year Treasury Bond ETF made up 0.01% of Midwest Trust's portfolio in Q2 2026, its #384 holding.
Midwest Trust first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2025 and has held it in 5 quarters since.
1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.